holistic administrative support to financial advisor Manage advisor's diary (Client birthdays, meetings etc Ensure processes et by head office is followed Manage client queries Gather and prepare information for proposals, implementations etc.) Assist with event planning where necessary Manage and drive outstanding requirements
holistic administrative support to financial advisor Manage advisor's diary (Client birthdays, meetings etc Ensure processes et by head office is followed Manage client queries Gather and prepare information for proposals, implementations etc.) Assist with event planning where necessary Manage and drive outstanding requirements
return submission for clients Compiling monthly management accounts Minimum requirements: BCom degree /